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The role of super in estate planning and issues upon death paper

Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • obstacles to use of SMSF for effective estate planning
  • payment of death benefits
  • allocation of contributions
  • use of reserves.

Author profiles:

Linda FARMER

Click here to expand/collapse more articles by Linda FARMER.
 
Author Photo - Paul Banister CTA
Paul Banister CTA
Paul Banister, CTA, is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. Current at 08 September 2016 Click here to expand/collapse more articles by Paul BANISTER.

This was presented at 18th National Tax Intensive Retreat.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:







Further details about this event:

 

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